Delete

Delete enables you to remove unwanted records from any object in your CRM that supports the delete operation.

Common Use Cases:  

• Remove incomplete or outdated accounts, contacts, and leads
• Undelete records from the recycle bin 

Important things to remember: 

• You must have the Record ID of the object you wish you to delete. This is the only data point you need for processing 
• System automatically performs a cascading delete
• Soft deleted records placed in recycle bin 
• Hard deleted records will  bypass recycle bin*
• Undelete option allows restoration of records from the recycle bin 

*Hard delete permission required 

Select the Delete module from the DemandTools dashboard.

Here, you are prompted to select the file that includes the records you wish to Hard Delete/Soft Delete/Undelete. The file can be .csv, .xlxs, or similar... 

Once you have made your selection, DemandTools shows the following information:

• File to Delete From: Shows the name of the file you selected and its extension.
• Record Count: Lets you know how many records are in the selected file.
• Start/End: Allows you to select a subset of the records in the selected file, based on how they are ordered in the file.
• Operation: Allows you to  select one of the following operations from the dropdown menu.
  • Soft Delete: Puts the records into your CRM recycling bin
  • Hard Delete: Permanently deletes records from your CRM. *Important* - Hard deleted records can not be undeleted.
  • UnDelete: Removes records from your CRM recycling bin.
• Bulk API: Check this box for large jobs. This tells the system to use fewer API calls compared to the traditional SOAP API, which is better for smaller jobs. 
• Object: From this dropdown, select the object that will be affected.
  • Only select objects you are allowed to delete—no User table, for example, but Account object.

Once you’ve selected what object to affect (such as Account), a Map ID Field table shows up and displays the following fields:

• Import File Field: The dropdown lets you map an ID field from the import file to your CRM records, for example, the column name for the record ID with the Account ID [Id]/
• CRM Record ID Field: Shows what CRM record ID field the import file field is mapped to.
• Fields to Show: This part lets you choose the fields you want to see of the affected records from your CRM within the preview.

Soft Delete records: 

1. Once you select the file that includes the records you want to delete (this has to have the record ID as one of the columns), verify that the correct name of that file is under the File to Delete From field. Select a subset if required.
2. Select Soft Delete from the Operation dropdown menu.
3. Select the Object that will be Soft Deleted.
4. Map the ID Field to the column with the ID in your selected file.
5. Select the fields you want to see in the preview, this will help you correctly identify the records you plan to Soft Delete. Select Preview.

6. To finish, verify the records to be deleted and select the Delete button. You will be prompted to confirm the Soft delete of those records. Select Proceed if you are sure you want to perform this operation.

Hard Delete records: 

1. Once you select the file that includes the records you want to delete (this has to have the record ID as one of the columns), verify that the correct name of that file is under the File to Delete From field. Select a subset if required.
2. >Select Hard Delete from the Operation dropdown menu.
3. Select the Object that will be Hard Deleted. *Important* - Hard deleted records can not be undeleted.
4. Map the ID Field to the column with the ID in your selected file.
5. Select the fields you want to see in the preview, this will help you correctly identify the records you plan to Hard Delete. Select Preview.
6. >To finish, verify the records to be deleted and select the Hard Delete button. You will be prompted to confirm the hard delete of those records. Select Proceed if you are sure and have the permissions to perform this operation.